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Schwab US Dividend Equity ETF

1,785 hedge funds and large institutions have $24.2B invested in Schwab US Dividend Equity ETF in 2025 Q1 according to their latest regulatory filings, with 131 funds opening new positions, 891 increasing their positions, 585 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,785
Holders Change
+1
Holders Change %
+0.06%
% of All Funds
24.25%
Holding in Top 10
282
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+6.82%
% of All Funds
3.83%
New
131
Increased
891
Reduced
585
Closed
87
Calls
$136M
Puts
$61.1M
Net Calls
+$74.7M
Net Calls Change
+$17.3M
Name Holding Trade Value Shares
Change
Shares
Change %
HH
751
Hilltop Holdings
Texas
$2.44M -$3.02M -108,105 -55%
OWM
752
Opes Wealth Management
California
$2.42M +$99.6K +3,562 +4%
PGFC
753
Peapack-Gladstone Financial Corp
New Jersey
$2.41M +$63.2K +2,261 +3%
FLPIM
754
F.L. Putnam Investment Management
Massachusetts
$2.4M +$1.69M +60,606 +241%
CPC
755
Consolidated Planning Corp
Georgia
$2.39M +$30.5K +1,092 +1%
SWM
756
Silverlake Wealth Management
Vermont
$2.38M +$130K +4,646 +6%
WKSWA
757
White Knight Strategic Wealth Advisors
New Jersey
$2.36M -$2.4M -85,947 -50%
M
758
MYeCFO
California
$2.36M +$133K +4,741 +6%
Neuberger Berman Group
759
Neuberger Berman Group
New York
$2.36M +$2.36M +84,403 New
BWMG
760
Barnes Wealth Management Group
California
$2.35M +$375K +13,411 +19%
RAG
761
RIA Advisory Group
Iowa
$2.34M -$182K -6,504 -7%
AWM
762
Aprio Wealth Management
Georgia
$2.34M -$132K -4,705 -5%
BWM
763
BCGM Wealth Management
Indiana
$2.33M -$239K -8,558 -9%
KF
764
Krilogy Financial
Missouri
$2.32M -$454K -16,235 -16%
HGA
765
Hobbs Group Advisors
South Carolina
$2.31M +$2.31M +82,655 New
MWA
766
Muirfield Wealth Advisors
North Carolina
$2.31M +$3.08K +110 +0.1%
FNBOMD
767
First National Bank of Mount Dora
Florida
$2.31M
FA
768
Freestate Advisors
Kansas
$2.3M +$555K +19,842 +32%
SFO
769
Stokes Family Office
Louisiana
$2.3M -$427K -15,269 -16%
NW
770
NewEdge Wealth
Pennsylvania
$2.3M +$18K +643 +0.8%
BAM
771
Berkshire Asset Management
Pennsylvania
$2.29M +$58.4K +2,264 +3%
MSS
772
Mitchell Sinkler & Starr
Pennsylvania
$2.29M +$202K +7,215 +10%
WFS
773
WealthGarden F.S.
California
$2.27M +$9.26K +331 +0.4%
PFA
774
Petra Financial Advisors
Colorado
$2.25M +$21.4K +764 +1%
NFTC
775
North Forty Two & Co
Oregon
$2.24M +$896K +32,060 +67%